Q2 EPS Estimates for Graham Lifted by Northland Securities

Graham Corporation (NYSE:GHM) – Equities research analysts at Northland Securities increased their Q2 2027 earnings per share estimates for Graham in a research note issued to investors on Tuesday, February 10th. Northland Securities analyst B. Brooks now forecasts that the industrial products company will earn $0.67 per share for the quarter, up from their prior estimate of $0.51. Northland Securities currently has a “Outperform” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share. Northland Securities also issued estimates for Graham’s Q3 2027 earnings at $0.57 EPS and FY2027 earnings at $2.38 EPS.

GHM has been the subject of several other research reports. Noble Financial cut shares of Graham from an “outperform” rating to a “market perform” rating in a report on Tuesday, October 21st. Wall Street Zen upgraded Graham from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Finally, Weiss Ratings upgraded Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $72.50.

Graham Trading Up 0.4%

Shares of NYSE GHM opened at $84.25 on Thursday. The company has a 50 day simple moving average of $71.01 and a two-hundred day simple moving average of $60.47. The stock has a market cap of $932.86 million, a price-to-earnings ratio of 62.40 and a beta of 0.92. Graham has a 12 month low of $24.78 and a 12 month high of $91.91.

Graham (NYSE:GHM) last issued its earnings results on Friday, February 6th. The industrial products company reported $0.31 EPS for the quarter, beating analysts’ consensus estimates of $0.17 by $0.14. Graham had a return on equity of 13.26% and a net margin of 6.28%.The firm had revenue of $56.70 million for the quarter, compared to analyst estimates of $52.36 million.

Hedge Funds Weigh In On Graham

A number of large investors have recently bought and sold shares of GHM. William Blair Investment Management LLC purchased a new position in Graham during the third quarter valued at $15,043,000. Alyeska Investment Group L.P. purchased a new stake in shares of Graham during the third quarter worth about $10,356,000. Invesco Ltd. raised its position in shares of Graham by 1,396.0% during the 2nd quarter. Invesco Ltd. now owns 115,893 shares of the industrial products company’s stock worth $5,738,000 after purchasing an additional 108,146 shares during the last quarter. Royce & Associates LP lifted its stake in Graham by 24.0% in the 3rd quarter. Royce & Associates LP now owns 459,698 shares of the industrial products company’s stock valued at $25,237,000 after buying an additional 89,014 shares in the last quarter. Finally, Kennedy Capital Management LLC lifted its stake in Graham by 56.8% in the 2nd quarter. Kennedy Capital Management LLC now owns 185,374 shares of the industrial products company’s stock valued at $9,178,000 after buying an additional 67,139 shares in the last quarter. Institutional investors and hedge funds own 69.46% of the company’s stock.

Key Headlines Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Q4 results topped expectations — Graham reported $0.31 EPS vs. a $0.17 consensus and revenue of $56.7M versus ~$52.4M expected, demonstrating margin and top-line strength that supports the stock’s upward move.
• Positive Sentiment: Northland Securities upgraded GHM to “Outperform” and raised estimates sharply (Q2 ’27 to $0.67, Q3 ’27 to $0.57 and FY2027 to $2.38 from $1.94), providing a clear near-term catalyst from the sell‑side. Northland Upgrade
• Positive Sentiment: Momentum/price performance narrative — recent coverage highlights GHM’s strong multi-year returns (an 89% CAGR over three years) and a sharp weekly surge, which can attract momentum and growth-oriented flows. Share Performance Article
• Neutral Sentiment: Pre/post‑earnings analyst discussion pieces flag key investor questions for the Q4 call (demand/backlog, margin sustainability, capital allocation) — useful for guidance-watchers but not new fundamental data. Earnings Call Questions
• Neutral Sentiment: Comparative analyst notes on industrial peers provide broader sector context for GHM (costs, cyclical demand drivers) but are not company‑specific catalysts. Analyst Insights
• Negative Sentiment: Noble Financial trimmed FY2027 EPS estimates and reduced near-term earnings forecasts — this introduces some downward pressure on expectations and creates a risk if other analysts follow. Noble FY2027 Cut Noble Estimates Reduced

About Graham

Graham Corporation (NYSE: GHM) is a U.S.-based industrial engineering company that designs, manufactures and services vacuum and heat transfer equipment. Its core offerings include liquid ring vacuum pumps, surface condensers, heat exchangers and custom-engineered vacuum systems. These products play a critical role in energy-intensive industries, where reliable removal of non-condensable gases and efficient heat exchange are vital to process performance.

The company’s technologies find application across a range of end markets, including power generation, petrochemical, oil and gas, LNG, and semiconductor manufacturing.